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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $845,564 | $160,028+428.4% | $147,080+474.9% | $145,884+479.6% |
| Participation rate | 16.7% | 84.0%-67.4pp | 82.2%-65.5pp | 80.3%-63.6pp |
| Annual return | -23.42% | 98.60%-122.0pp | 420.17%-443.6pp | 551.85%-575.3pp |
| Employer contribution / active EE | $5,833 | $5,286+10.4% | $4,933+18.2% | $4,662+25.1% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $85,122 | $15,030+466.3% | $12,989+555.3% | $13,392+535.6% |